Add and invite your people

Add people

Open People. You can add people in two ways:

• Add a person: type a name, and an email or mobile number if you have it. Pick the areas they know and their usual days.
• Paste a list: one person per line, name then email. Copying from Excel? Select the name and email columns and paste them. Press Preview to check the list before you add it.

What to fill in for each person

Field	Why it matters
Email	For the invite, sign-in and schedule emails. Without it, the person cannot be told about their shifts.
Areas they know	Drafts put people only in areas they know. Mark each area as familiar, less familiar or in training.
Usual days and max hours	Drafts follow them.
Employee ID	Optional. Needed for UKG Pro WFM and Workforce Central (Kronos) timesheet files. The Generic CSV works without it.

Invite people

Press Invite by email, or Send invite on one person. They get an email with a Join button. After they join, they sign in with a code sent to their email. See The staff app.

Access

Each person has one access level: Can manage schedules, Staff or View only. People from a pasted list get Staff access. Change it on the person's page.

Remove someone

On the person's page, press Remove from team. Their access stops at once, and they stop showing in lists and schedules. You can undo it for 7 days under Removed people. To delete their personal details for good, use Anonymize.